TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

One Empire Drive
Rensselaer, New York 12144
Tel: 518-431-7600

About TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS, formally registered with the SEC as TRUEPLAN BENEFIT AND RETIREMENT ADVISORS. The firm was established in 01/05/2007. They have over 2 offices throughout the country.

TRUEPLAN BENEFIT AND RETIREMENT ADVISORS is a Rensselaer, New York based Financial Planning firm with nearly $3,924,975,375 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	36026
SEC#	801-67370
Assets Managed by Firm	$3,924,975,375
No. of Clients	105
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	105	$3,924,975,375
Pension and profit sharing plans	47	$3,902,215,715
Corporations or other businesses	Fewer than 5 clients	$22,759,660

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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